Getting started with customization
Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online
You can tailor Microsoft Dynamics 365 (online) to more closely fit your organization’s industry, nomenclature, and unique business processes by customizing the service. You can implement many customizations without developer support by using tools that are part of the service. More information: Customize your Dynamics 365 system
The following table shows some examples of customizations.
Customization |
Definition |
Reason for the customization |
|---|---|---|
Entity |
An item with properties that you track, such as a contact or account. For an entity you might track properties such as company name, location, products, email, and phone. |
You can create or modify the name or properties of an entity that your organization wants to track. |
Workflow |
A set of rules that run on demand or are triggered to run automatically. |
You can create or modify workflows to run in accordance with the way your organization works. For example, a custom workflow could automatically send an email notification to an account owner when a specific condition or combination of conditions is reached. |
Field |
A property of an entity, such as company name. |
You can define entity properties that you want to track. |
Form |
A set of data-entry fields for a given entity that matches the items that your organization tracks for the entity, for example, a set of data-entry fields that track a customer’s previous orders along with specific requested reorder dates. |
You can create a new form based on an existing form, and then customize the form to suit your organization’s needs. |
Interface |
The buttons, labels, and controls of the user interface. |
If the users in your organization find the term Commit more familiar than the term Go, for example, you can change all the Go buttons to be Commit buttons. |
If you’re new to customizing Microsoft Dynamics 365, the topics in this section will help you learn how to customize the application to meet requirements for your organization.
In This Section
Privileges required for customization
Use solutions for your customizations
See Also
Customize your Dynamics 365 system
Change the color scheme or add a logo to match your organization’s brand
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